publication
2026-02-16 17:38
update
2026-02-16 17:48
Monday's session on the WSE was marked by limited activity with closed markets in the US and China. Cosmetic changes in the main indices at reduced turnover show that without the presence of Americans, it is difficult to choose a direction on your own.
At the close of trading, the main indices recorded only symbolic changes. WIG20 increased by 0.14%, and the broad WIG gained 0.32%. Medium-sized companies from mWIG40 showed slightly greater dynamics, increasing in price by 0.95 percent, but the segment of the smallest entities from sWIG80 ended the day with a minimal increase of 0.2 percent. The turnover was clearly lower than the average for this year and amounted to only PLN 1.28 billion on the broad market, of which only PLN 983 million concerned WIG20 companies.
Presidents Day and Lunar New Year
The low activity of investors on Książęca was directly determined by the world calendar. In the US, Presidents' Day was celebrated, which meant no spot trading on Wall Street, while Asian markets are taking a break from trading due to the Chinese New Year celebrations.
“The beginning of the week is quite muted – Americans celebrate Presidents' Day, so there is no spot trading on Wall Street in the US. Also before the session – during the Asian session – not much happened,” Konrad Ryczko, broker and analyst at DM BOŚ, told PAP Biznes.
“Trade will probably start returning only tomorrow. (…) Individual stories on individual securities are more interesting. KGHM recorded an approximately 3.5-percent decline – I think it is a result of the newly issued recommendation for the company,” he added.
KGHM under pressure, Santander at the forefront of blue chips
The copper giant was actually the weakest link in the WIG20 index, losing 3.91%. The reasons, apart from the drop in silver and copper prices, can be seen in the drastic reduction in recommendations by the Citi analyst. The recommendation was changed from “neutral” to “sell”, and the target price was set at PLN 209. This means a potential decline of over 30%. compared to the last quotations. The KGHM price ended the session on Monday at PLN 305.
At the opposite end of the spectrum of blue chips was Santander Bank Polska, which increased in price by 1.87%. Shareholders of Pepco (1.74%), PGE (1.59%) and Orange Polska (1.56%) also had reasons to be satisfied. Over 1 percent The shares of mBank also gained in WIG20 (1.04%). In total, 15 courses in WIG20 ended the session with a positive result. Apart from KGHM, the shares of Żabka Group (-0.68%) and Budiemks (-0.16%) were also below the line. LPP and Alior shares remained neutral (0.0%).
Medinice with a “ticket” to the USA
The undisputed star of the session was Medinice, whose prices increased by 15%. The impetus for such a sharp increase was the information about receiving approval from the US Food and Drug Administration (FDA) for the CoolCryo system. This is a historic moment for Polish medicine – CoolCryo is the first Polish class III medical device in the field of cardiac surgery approved for marketing in the USA. The system intended for cryoablation of the heart in patients with arrhythmias opens a real path for the company to commercialization on the largest medical market in the world.
The shares of the Virtus Group, i.e. the former Raen company, are growing even stronger (29%), whose price continues the upward trend that started in February. In the first half of the month, the company adopted a new strategy, which investors apparently liked.
11 bit studios and Selena in gas
In the medium-cap segment (mWIG40), the tone was set by the quotations of 11 bit studios (4.35%), and Huuuge (3.27%) and Eurocash (2.57%) also recorded a strong rebound. The energy sector went up significantly thanks to Tauron (2.85%) and Enea (1.58%). Millennium (2.57%) and GPW (2.51%) were still strong in this group. Newag and Vercom were under pressure – both companies were depreciated by 2.05%, respectively. by 1.67 percent
Selena and Cognor stood out positively in the sWIG80 index, growing by 4.74%, respectively. and 5.26 percent At the bottom of the list of small companies landed DataWalk (-3.38%), continuing the correction after recent increases, and Arlen (-3.55%).
